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Home > Retirement Planners > texas > austin > OWNER RESOURCE GROUP, LLC
OWNER RESOURCE GROUP, LLC
1111 W 6th Street
Bldg A Suite 300
Austin, Texas 78703
Tel: 512-505-4180
About OWNER RESOURCE GROUP, LLC
OWNER RESOURCE GROUP, LLC, formally registered with the SEC as OWNER RESOURCE GROUP, LLC. The firm was established in 04/11/2014. They have over 1 offices throughout the country.
OWNER RESOURCE GROUP, LLC is a Austin, Texas based Financial Planning firm with nearly $566,539,101 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164028 |
| SEC# | 801-79553 |
| Assets Managed by Firm | $566,539,101 |
| No. of Clients | 11 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CONSULTING FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $566,539,101 |
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